LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$37.7K ﹤0.01%
328
-20
902
$37.6K ﹤0.01%
4,817
+2,882
903
$37.6K ﹤0.01%
518
-10
904
$37.2K ﹤0.01%
325
905
$36.9K ﹤0.01%
249
+1
906
$36.9K ﹤0.01%
1,622
+51
907
$36.9K ﹤0.01%
2,006
+112
908
$36.7K ﹤0.01%
592
909
$36.6K ﹤0.01%
338
+20
910
$36.4K ﹤0.01%
189
911
$36.3K ﹤0.01%
1,205
+163
912
$36.3K ﹤0.01%
480
+66
913
$36.3K ﹤0.01%
1,100
914
$36.3K ﹤0.01%
935
-321
915
$36.1K ﹤0.01%
2,894
-30,533
916
$36.1K ﹤0.01%
777
+102
917
$36.1K ﹤0.01%
6,308
+262
918
$36K ﹤0.01%
1,413
919
$36K ﹤0.01%
410
920
$35.6K ﹤0.01%
925
921
$35.6K ﹤0.01%
785
922
$35.5K ﹤0.01%
1,597
-119
923
$35.5K ﹤0.01%
188
+13
924
$35.5K ﹤0.01%
871
+49
925
$35.4K ﹤0.01%
82
+2
35 36
37
38 39